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Bank of America

2,980 hedge funds and large institutions have $221B invested in Bank of America in 2024 Q3 according to their latest regulatory filings, with 189 funds opening new positions, 1,145 increasing their positions, 1,294 reducing their positions, and 121 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 121

1% more funds holding

Funds holding: 2,9462,980 (+34)

0.47% less ownership

Funds ownership: 72.13%71.66% (-0.47%)

2% less capital invested

Capital invested by funds: $224B → $221B (-$3.67B)

12% less repeat investments, than reductions

Existing positions increased: 1,145 | Existing positions reduced: 1,294

16% less funds holding in top 10

Funds holding in top 10: 10992 (-17)

25% less call options, than puts

Call options by funds: $4.67B | Put options by funds: $6.2B

Holders
2,980
Holders Change
+34
Holders Change %
+1.15%
% of All Funds
42.79%
Holding in Top 10
92
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-15.6%
% of All Funds
1.32%
New
189
Increased
1,145
Reduced
1,294
Closed
121
Calls
$4.67B
Puts
$6.2B
Net Calls
-$1.53B
Net Calls Change
+$20.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
651
Generate Investment Management
New Zealand
$8.06M -$3.24M -80,961 -29%
PM
652
Phraction Management
Connecticut
$8.04M
ASN
653
Advisory Services Network
Georgia
$8.03M
CIG
654
Consolidated Investment Group
Colorado
$8.02M
FFA
655
Farther Finance Advisors
California
$8.01M +$5.66M +141,345 +234%
BRWA
656
B. Riley Wealth Advisors
Florida
$7.96M -$1.07M -26,645 -12%
BIP
657
Blue Investment Partners
California
$7.96M
KRSITF
658
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$7.93M -$784K -19,573 -9%
FAB
659
First American Bank
Illinois
$7.9M +$94.8K +2,366 +1%
BDA
660
Borer Denton & Associates
Pennsylvania
$7.88M -$285K -7,100 -3%
PCIA
661
Prime Capital Investment Advisors
Kansas
$7.85M +$1.07M +26,746 +16%
IIM
662
Intact Investment Management
Quebec, Canada
$7.84M +$593K +14,800 +8%
AWM
663
Axxcess Wealth Management
California
$7.81M +$577K +14,407 +8%
TI
664
tru Independence
Oregon
$7.81M -$302K -7,525 -4%
BCM
665
Brookstone Capital Management
Illinois
$7.8M +$10.5K +262 +0.1%
SC
666
Sierra Capital
Florida
$7.79M
GIP
667
Greatmark Investment Partners
Georgia
$7.76M -$346K -8,640 -4%
BMM
668
Buffington Mohr McNeal
Idaho
$7.75M +$186K +4,633 +2%
VFA
669
Valeo Financial Advisors
Indiana
$7.69M +$50.7K +1,265 +0.6%
TMAM
670
Tokio Marine Asset Management
Japan
$7.68M +$471K +11,757 +6%
HAI
671
Hennessy Advisors Inc
California
$7.67M -$40.1K -1,000 -0.5%
QI
672
QV Investors
Alberta, Canada
$7.67M -$3.64M -90,760 -32%
PWM
673
Perigon Wealth Management
California
$7.64M +$127K +3,158 +2%
PBC
674
Pavion Blue Capital
California
$7.64M -$92.9K -2,318 -1%
BCCM
675
Bridge Creek Capital Management
Massachusetts
$7.63M -$104K -2,585 -1%

BAC Hedge Fund Activity: Q3 2024 in Review

2,980 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Bank of America (BAC) for Q3 2024, worth a combined $221B — down 1.6% from $224B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new BAC positions and 121 closed out — a net gain of 68 holders — while 1,145 added to existing stakes and 1,294 trimmed.

The largest buyer was BlackRock, adding an estimated $1.23B. The largest seller was Berkshire Hathaway, cutting an estimated $9.42B.

  • 2,980 institutional investors held Bank of America (BAC) as of Q3 2024, up from 2,946 in Q2 2024.
  • Funds reported $221B of Bank of America stock for Q3 2024, down 1.6% quarter-over-quarter.
  • 189 funds opened new Bank of America positions in Q3 2024 and 121 closed out, a net change of +68 holders.
  • The largest Bank of America buyer in Q3 2024 was BlackRock, an estimated $1.23B added.
  • The largest Bank of America seller in Q3 2024 was Berkshire Hathaway, an estimated $9.42B sold.

Based on aggregated 13F filings for Q3 2024.